Best Wealth Management Companies In El Paso

WestStar’s Wealth Management Division oversees $800 million in assets for high-net-worth individuals and charities on a fiduciary basis, bringing an average of 30 years’ experience in trust, estate, and investment management. The team offers local access to a broad range of financial services, though some customers find the online systems and customer service challenging to navigate.

Focused on financial education and practical tools for achieving financial freedom, Alex Barron offers seminars and coaching that emphasize debt reduction and goal-setting. The team provides clear guidance on managing finances and making lasting investments, with clients appreciating the straightforward, no-pressure approach and actionable advice.

First Command focuses on helping military families build financial security, with many advisors who are veterans or military spouses themselves. Their services include personalized financial planning and investment guidance, often praised for clear explanations and supportive advice. Some clients note concerns about fees and investment performance, so reviewing details carefully is recommended.

HUB International offers a wide range of services including personal and business insurance, employee benefits, and retirement and private wealth management. The team provides professional support and clear guidance, though some clients note difficulty reaching staff by phone. Customers appreciate the knowledgeable approach and helpful service.

Charles Schwab offers a full range of financial services, including brokerage and banking, with personalized advice available through its El Paso branch. The local team provides access to specialists to help with investment planning and financial goals, though some clients find communication and responsiveness inconsistent. Appointments are recommended for more direct support.

Strategic Wealth Advisors was established with the aim of becoming your trusted advisor. Our mission is to enhance the financial lives of clients and enrich their family legacy by providing a wide range of tailored services that are specific to them. Our "Team Approach" gives you access to more than 100 years of combined experience that is dedicated to your success. Securities provided by Triad… more...

Strategic Wealth Advisors was established with the aim of becoming your trusted advisor. Our mission is to enhance the financial lives of clients and enrich their family legacy by providing a wide range of tailored services that are specific to them. Our "Team Approach" gives you access to more than 100 years of combined experience that is dedicated to your success. Securities provided by Triad Advisors, LLC, Member FINRA/SIPC. Triad Hybrid Solutions LLC is a registered investment adviser that offers advisory services. Strategic Wealth Advisors LLC and Triad Advisors, LLC does not have any affiliation. Strategic Wealth Advisors operates independently. We are committed to our clients. Our success is built on long-lasting relationships. Our clients are happier because we have a relationship. This is our greatest compliment. Their trusted friend for the rest of their lives. Our clients are often considered family members. From planning, execution, and follow-up, you will receive our total attention. Our team will take time to get to know your vision, values, and wealth goals. All aspects of your financial lives, from generational wealth to future opportunities, are included. We can stay relevant and responsive to your changing needs as you move through different life stages.

Symphony Financial, Ltd. Co. adheres to high fiduciary standards. Trust in an experienced, qualified team and you can be confident. Carr Burgoyne Jr. is our President and CEO. He holds 28 years of experience. He ensures his staff provides clients with trustworthy, honest, and competent advice. Your journey from yesterday to today is complex. We get that. Symphony Financial, Ltd. Co. understands… more...

Symphony Financial, Ltd. Co. adheres to high fiduciary standards. Trust in an experienced, qualified team and you can be confident. Carr Burgoyne Jr. is our President and CEO. He holds 28 years of experience. He ensures his staff provides clients with trustworthy, honest, and competent advice. Your journey from yesterday to today is complex. We get that. Symphony Financial, Ltd. Co. understands that many of these aspects do not involve money. This is why Symphony Financial, Ltd. Co. will be there to help you ask the right questions, and find the best solutions for your retirement and life. Our staff and advisors are specially trained and highly qualified to help you with any unique situation. Symphony Financial can help you with all your financial questions, including portfolio management, estate planning, and financial planning. You have many options for choosing the right financial advisor. It is important to feel secure in the place you trust with your financial and personal affairs. Symphony Financial, Ltd. Co. is committed to the complete picture. Our goal is to plan for your family, future, and yourself.

Morgan Stanley Smith Barney LLC (Morgan Stanley), its affiliates, Morgan Stanley Financial Advisors, or Private Wealth Advisors don't provide legal or tax advice. For taxation or planning questions, individuals should speak to their tax advisor. Legal matters can be discussed with their lawyer. Morgan Stanley Smith Barney LLC ("Morgan Stanley") does not endorse, sponsor, or endorse any third… more...

Morgan Stanley Smith Barney LLC (Morgan Stanley), its affiliates, Morgan Stanley Financial Advisors, or Private Wealth Advisors don't provide legal or tax advice. For taxation or planning questions, individuals should speak to their tax advisor. Legal matters can be discussed with their lawyer. Morgan Stanley Smith Barney LLC ("Morgan Stanley") does not endorse, sponsor, or endorse any third parties. Morgan Stanley is not monitoring any of the information on the website. Morgan Stanley does not endorse the content of third-party websites or their use or inability to use. We cannot guarantee their completeness or accuracy. My role as your Financial Advisor is to help you set and achieve your financial goals. I will provide a wide range of resources that are most suitable for your investment style and the results you desire. Together we can preserve and increase your wealth. Access to the most experienced and trusted investment professionals in the world, an unparalleled trading platform, and a full range of investment options.

Milner Carballo is a CLU(r), CHFC(r), WGS(r), and RICP (r). He does so with trust, integrity, respect, and a collaborative team approach. Our clients can rely on us to provide investment management services and strategic wealth planning. We strive to become the trusted advisor of our clients. Our primary goal as a financial advisory company is to offer objective opinions and help clients achieve… more...

Milner Carballo is a CLU(r), CHFC(r), WGS(r), and RICP (r). He does so with trust, integrity, respect, and a collaborative team approach. Our clients can rely on us to provide investment management services and strategic wealth planning. We strive to become the trusted advisor of our clients. Our primary goal as a financial advisory company is to offer objective opinions and help clients achieve long-term investment success. Our firm's focus is on understanding your goals and creating a plan for reaching them. Our team will visit you and present our findings. We will work together to implement our recommendations and keep you informed of your progress. We will meet regularly with you from this point to review your progress toward your goals. If necessary, we'll make changes to your financial plan. There are many things that can change your financial situation. It is important to stay informed and proactive in this field. To provide the most accurate financial advice, we will keep you informed about current tax, estate, and social security legislation.